See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,317 | $54,762+121.5% | $90,281+34.4% | $72,985+66.2% |
| Participation rate | 89.5% | 65.1%+24.3pp | 73.3%+16.2pp | 69.5%+20.0pp |
| Annual return | 22.12% | 30.63%-8.5pp | 78.10%-56.0pp | 81.00%-58.9pp |
| Employer contribution / active EE | $4,614 | $2,092+120.5% | $2,854+61.6% | $2,440+89.1% |
| Participant deferral / active EE | $4,518 | $2,887+56.5% | $3,885+16.3% | $3,607+25.2% |
| Admin fee / account holder | $3,795 | $3,972-4.4% | $5,351-29.1% | $5,124-25.9% |